Our principles: stay true to the process; recognize uncertainty for what it is; remain focused on fundamentals; and utilize periods of uncertainty to consider implications for portfolio positioning.

Approaches that promote a more sustainable society and economy align to a given client’s personal view—and it’s important for an advisor to understand each client’s objectives and preferences.

Mounting tensions between Russia and Ukraine resulted in a Russian invasion into Ukraine sovereign territory in February. We continue to monitor events and their impact on asset classes closely. As our conditions and our views evolve, we offer our perspective on the market’s response.

Fears of the dreaded “triple R” are growing—encompassing a recession, rising rates, and a loss in real household incomes. It is a dangerous time for investors, especially for those that draw a straight line from economic events to portfolio changes. We must be intentional and focused on our goals, including understanding what was already priced in and managing any risks to our convictions.

The rapid escalation between Russia and Ukraine has dramatically shifted investor sentiment. We are witnessing a meaningful setback in key financial markets, prompting volatility and negative speculation. This is normal amid uncertainty, but it is worth stepping back to understand the fundamentals of the situation.

Volatility, the rise and fall of prices, is inevitable. We aim to judiciously compound returns and avoid permanent capital impairment. We don’t predict. We invest.

To help financial advisors with client-friendly communications, we bring together our investment experts and ask them to address common investment concerns from the field. In this piece, Dan Kemp, Global CIO, provides context on the risks investors are facing in today's market environment.

Technological innovation in the financial services industry has helped make investing more attainable for U.S. households, allowing for broader ownership of individual stocks, mutual funds, ETFs, and a variety of other financial products. However...

Implications for Equity Investing at Historic Valuations